Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIGRX (EAGLE GROWTH & INCOME FUND CLASS R-3) | NA | 15.10% | 7.70% | 9.16% | 8.54% | 13.05% | NA | … | … |
Data as of 03/08/2024, Common starting date is 09/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIGRX (EAGLE GROWTH & INCOME FUND CLASS R-3) | 09/16/2008 | 03/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 15.10 | 7.70 | 9.16 | 8.54 | 13.05 | NA | … | … | 3.80 | 9.01 | -10.25 | 26.90 | 6.00 | 21.77 | -2.31 | 19.73 | 12.95 | -4.57 | 9.30 | 28.09 | 12.93 | 1.51 | 12.97 | 27.58 | -17.92 |
| Sharpe Ratio | NA | 1.06 | 0.40 | 0.40 | 0.48 | NA | NA | … | … | 2.10 | 0.47 | -0.61 | 2.23 | 0.17 | 2.06 | -0.27 | 3.17 | 1.12 | -0.30 | 0.88 | 2.77 | 1.19 | 0.07 | 0.74 | 1.22 | -0.98 |
| Standard Deviation(%) | NA | 10.68 | 14.32 | 19.07 | 15.86 | NA | NA | … | … | 8.67 | 11.59 | 19.11 | 12.03 | 32.88 | 9.85 | 13.94 | 6.05 | 11.40 | 15.16 | 10.50 | 10.14 | 10.89 | 19.72 | 17.41 | 22.49 | 50.05 |
| Draw Down(%) | NA | 12.26 | 20.19 | 33.95 | 33.95 | NA | NA | … | … | 1.58 | 12.26 | 20.19 | 4.83 | 33.95 | 4.30 | 14.65 | 2.74 | 8.49 | 15.30 | 8.29 | 5.58 | 7.66 | 16.34 | 14.32 | 24.95 | 31.65 |
| Yield(%) | 0.00 | 12.70 | 9.56 | 8.48 | 7.52 | 13.86 | 6.57 | … | … | 0.00 | 12.49 | 5.95 | 10.75 | 4.75 | 5.24 | 8.74 | 4.23 | 7.32 | 1.18 | 2.25 | 4.03 | 4.34 | 6.53 | 1.63 | 1.22 | 0.00 |
Data as of 03/08/2024, Common starting date is 09/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGRX (EAGLE GROWTH & INCOME FUND CLASS R-3) |
2.11%
Mar 2017 – Mar 2020 |
4.05%
Mar 2015 – Mar 2020 |
7.29%
Oct 2013 – Oct 2023 |
9.69%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGRX (EAGLE GROWTH & INCOME FUND CLASS R-3) |
22.43%
Feb 2009 – Feb 2012 |
20.42%
Feb 2009 – Feb 2014 |
14.22%
Feb 2009 – Feb 2019 |
12.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart